iShares S&P 500 Value Index shares owned by Syntegra Private Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Syntegra Private Wealth Group
from 13F filings
Historical chart of Syntegra Private Wealth Group investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Syntegra Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Value Index by Syntegra Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 2.2k | 206.51 |
| 2025-06-30 | $408k | 2.1k | 195.42 |
| 2025-03-31 | $380k | 2.0k | 190.58 |
| 2024-12-31 | $247k | 1.3k | 190.88 |
| 2024-09-30 | $259k | 1.3k | 197.17 |
| 2024-06-30 | $240k | 1.3k | 182.01 |
| 2024-03-31 | $225k | 1.2k | 186.81 |
More positions owned by Syntegra Private Wealth Group
View all positions for Syntegra Private Wealth Group